CPA / Tax Preparer – Schedule C & TurboTax Expert

CPA / Tax Preparer – Schedule C & TurboTax Expert

About the Role

We are looking for an experienced U.S. tax professional, preferably a licensed CPA, who specializes in sole proprietorship and single-member LLC tax preparation. The ideal candidate must have hands-on experience using TurboTax to prepare and file individual tax returns with business income reported on Schedule C.

The tax professional will work closely with our bookkeeper to review financial records, ensure accurate expense categorization, identify legitimate tax deductions, and help maximize tax savings while maintaining full compliance with IRS regulations.

Key Responsibilities

• Prepare and file federal and applicable state individual income tax returns, including Schedule C (Profit or Loss From Business).
• Use TurboTax software to prepare and review tax returns accurately.
• Collaborate with our bookkeeper to review bookkeeping records, income, expenses, and year-end financial statements.
• Identify eligible business deductions, tax credits, and overlooked tax-saving opportunities.
• Review expenses such as home office costs, vehicle expenses, mileage, business travel, equipment, software, professional fees, and other applicable business expenses.
• Verify that deductions are properly documented, classified, and supported by applicable tax rules.
• Identify bookkeeping discrepancies, missing documentation, and potential tax reporting issues before filing.
• Advise on estimated tax payments, self-employment tax, and practical tax-planning strategies.
• Ensure compliance with current IRS requirements and applicable state tax laws.
• Provide recommendations to improve bookkeeping practices and tax efficiency for future years.

Required Qualifications

• Active CPA license preferred. Experienced Enrolled Agents (EAs) and qualified tax preparers with relevant experience may also apply.
• Demonstrated experience preparing U.S. individual tax returns with Schedule C business income.
• Strong, hands-on experience with TurboTax, preferably TurboTax Premium or the appropriate current product for Schedule C filings.
• In-depth knowledge of sole proprietorships, single-member LLCs, business expenses, and self-employment tax.
• Experience reviewing bookkeeping records and collaborating with a bookkeeper.
• Ability to identify legitimate deductions and explain tax-saving opportunities clearly.
• Strong attention to detail, professionalism, and confidentiality.

Preferred Qualifications

• Experience with small businesses and single-member LLCs.
• Knowledge of home office deductions, vehicle expense methods, depreciation, and business asset deductions.
• Experience with year-end tax planning and estimated tax payments.
• Ability to review existing bookkeeping records and recommend corrections before tax filing.

How to Apply

Please provide the following information:

1. Your professional qualifications and CPA or EA credentials, if applicable.
2. Your experience preparing Schedule C tax returns.
3. Your level of experience with TurboTax and the specific version you use.
4. Your experience working with bookkeepers and identifying missed deductions.
5. Your fee structure and availability.

We are seeking a dependable, detail-oriented tax professional who can work collaboratively with our bookkeeper, thoroughly review our financial records, and help us identify all eligible tax deductions while ensuring accurate and compliant tax filings.